Automated Email Support Triage with GPT-4, Gmail & Trello
Last edited 58 days ago
How It Works ⚙️
This workflow is a comprehensive, AI-powered system that acts as a virtual support manager. It automates the entire process of handling incoming support tickets, ensuring speed, accuracy, and efficiency.
- Ticket Ingestion: The workflow starts when a new email arrives in your support inbox via the Gmail Trigger.
- AI Analysis & Triage: An OpenAI node acts as an intelligent agent, instantly analyzing the email to categorize the issue, assign a priority, and determine the customer's sentiment (e.g., "Angry," "Neutral").
- Proactive Escalation: The workflow uses an
Ifnode to check for "Critical" priority or "Angry" sentiment. If these conditions are met, it takes a separate path to notify a manager immediately. - Ticket Creation: Regardless of urgency, a Trello card is created for the ticket, including all the AI's analysis and the original email content.
- Automated Response: For low-priority tickets, a second
Ifnode and a Gmail node can send an automated, AI-generated response, completely freeing up your team. - Performance Reporting: All ticket data, including the AI's analysis, is logged to a Google Sheets dashboard for real-time analytics and to track support trends.
How to Set Up 🛠️
- Import the Workflow: Copy the provided workflow JSON and import it into your n8n instance.
- Configure Credentials:
- Gmail: Add your OAuth2 credential for your support inbox.
- OpenAI: Add your API Key.
- Trello: Add your API Key and token.
- Slack: Add your Bot Token credential.
- Google Sheets: Add your OAuth2 credential.
- Customize Workflow Nodes:
- Node 1 (
Gmail Trigger): Ensure this is connected to your official support email address. - Node 2 (
OpenAI): The prompt is pre-configured but can be customized to better fit your specific categories or tone. - Node 4 (
Trello): Replace[YOUR TRELLO BOARD LIST ID]with the list ID for new tickets on your board. - Node 5 (
Slack): Replace[MANAGER'S SLACK USER ID]and[YOUR SUPPORT TEAM SLACK CHANNEL ID]with the correct IDs. - Node 9 (
Google Sheets): Replace[YOUR SUPPORT DASHBOARD SPREADSHEET ID]with your spreadsheet ID and ensure your sheet columns match the workflow's data.
- Node 1 (
- Save & Activate: Once all settings and credentials are configured, save the workflow and click the "Inactive" toggle in the top-right corner to make it live.
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